Jan 13, 2013

‘Tis the Season to be Planning

DO NOT ALTER! This file is for Master Chromeless settings across all SM Players. This player is for single video files. No Playlist capabilities.

Every advisor needs to have a business plan, and this is the time of the year to make one. In the first of a three-part series on business planning, Michael Silver and Eric Sheikowitz, co-founders and senior managing partners of Focus Partners, discuss how to go about building the business plan, while keeping perspective of an advisorís business as it exists today.